Latest White Papers – Page 347
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White papersBrexit: How the future trade agreement is going to shape UK financial assets
This year will be crucial for the future of United Kingdom’s relationship with the European Union following Brexit. The next round of negotiation talks will take place between February and March, and will focus on defining a two-year transition agreement.
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White papersEmerging Markets: How to unlock the next wave of returns
After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks” regime can last and which investment areas will continue to offer opportunities in the near future.
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White papersCross Asset Investment Strategy: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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White papersQuarterly Asset Class Return Forecasts: Q1 - 2018
The robust global economic growth experienced in 2017 is expected to continue into 2018, albeit with some notable exceptions such as UK. Such growth is to be reflected in ever higher equity price levels and thus expected to become costlier with respect to the most recent valuations.
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White papersMarket sell-off requires more emphasis on diversification
Market sell-off. After more than a year without a significant correction, equity markets declined as interest rates moved sharply higher due to concerns that inflation may be rising.
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White papersAsia: Leading the Race to 5G
To date, this series, 5G: The Foundation for a Hyper-Connected World, has examined the transformational technology that will redefine communications and impacts on several industries. Now, in the third part of this five-part series, we begin to examine how 5G will affect various regions throughout the world. In this third paper, we look at how Asia will transform itself through 5G adoption.
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White papers5G: Industries Awaiting Disruption
The first in this five-part series, 5G: The foundation for a hyper-connected world, opened the conversation on 5G as a transformational technology—its implications for the investment community and its ability to help us live our best lives. Now we introduce the second paper in the series that looks at how 5G will enable industry disruption.
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White papersGlobal Perspectives: US Tax Reform
President Trump signed the Tax Cuts and Jobs Act into law on 22 December 2017, marking the first significant reform of the U.S. tax code since 1986.
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White papersUS credit: don’t worry about the macro, focus on technicals
What should we expect for US credit in 2018, in a context where spreads and volatility are closing in on cycle lows?
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White papersCautious on yields, selective on spreads amidst a more confident Fed
The FOMC left the funds rate target range unchanged at the January meeting (1.25%-1.50%), reinforcing, in our opinion, the likelihood of delivering three hikes this year.
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White papersHow to use a lean, green weighing machine
Investors are increasingly challenging the notion that traditional benchmarks represent their default guide to allocating capital. Nowhere is this more evident than in the wish to allocate capital responsibly for the long-term.
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White papersRight outcome & real income: a Multi-Asset approach
For most investors, diversifying via uncorrelated - or less correlated - sources of performances is key to medium / long term investment success, while efficient asset allocation becomes even more relevant in the current regime of low yields and lower returns.
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White papersGlobal Investment Views: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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White papersMindboggled: Why Your Brain Makes Bad Investing Decisions
AllianceBernstein portfolio manager Stuart Rae explains how lessons from classic behavioural finance studies can help investors improve the choices they make today.
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White papersWhy China, Why Now?
The domestic Chinese equity markets are some of the largest and most liquid in the world, and they offer unique investment opportunities—yet they have been largely neglected by institutional investors.
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White papersIs it too quiet as we head into 2018?
As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.
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White papersSynchronised upswing in global growth drives positive equities outlook
The global economy, with the exception of the UK, is going through a period of rare synchronised expansion. Corporate profits are rising, trade is expanding, and growth is robust in the US, Europe and beyond. Asia is benefiting from this global phenomenon and a continued uplift in China.
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White papersFixed income playbook 2018: less risk, more diversification
On the heels of two good years in the bond market, the best days for fixed income are likely behind us. 2016 produced strong returns in most sectors, especially high yield corporate bonds, which generated double digit gains.
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White papersEurope: economic optimism and fewer wins for the populists
As 2018 starts, the scene is set for a positive year for equities. Across Europe, there are clear indicators of continuing economic growth after a very strong 2017.
